WealthTrust-Arizona’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WealthTrust-Arizona’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$350K	Buy	+4,181	New	+$347K	0.2%	43

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

WealthTrust-Arizona's SHY Position: Q4 2018 in Review

WealthTrust-Arizona opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2018: 4,181 shares worth $350K. The stake represents 0.2% of the portfolio and ranks #43 among its holdings.

656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

WealthTrust-Arizona held 4,181 shares of iShares 1-3 Year Treasury Bond ETF worth $350K as of Q4 2018.
iShares 1-3 Year Treasury Bond ETF was a new WealthTrust-Arizona position in Q4 2018.
iShares 1-3 Year Treasury Bond ETF made up 0.2% of WealthTrust-Arizona's portfolio in Q4 2018, its #43 holding.
656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.